Electrolyser manufacturers are investing in US factories
European electrolyser manufacturers in US gold rush
Hydrogenpro and Nel have announced major investments into US manufacturing capacity, although Europe offers firm orders and revamped support
European electrolyser manufacturers have announced major investments in US manufacturing capacity amid a surge in demand following the passing of the Inflation Reduction Act (IRA). But proposed EU support measures and firm orders within the bloc mean Europe remains a major electrolyser demand centre. The IRA, which was signed into law in August last year, has been described by many in the industry as a “gamechanger” as it offers hydrogen production tax credits of up to $3/kg, potentially positioning the US as one of the lowest-cost production locations in the world. Norwegian alkaline electrolyser manufacturer Hydrogenpro will invest $30–50mn into building a 500MW factory in Texas, bolsterin
Also in this section
6 January 2026
Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
23 December 2025
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
19 December 2025
The hydrogen industry faces an important choice: coordinated co-evolution or patched-together piecemeal development. The way forward is integrated co-evolution, and freight corridors are a good example
10 December 2025
Project developer Meld Energy ready to accelerate 100MW project in Humber region after securing investment from energy transition arm of private equity firm Schroders Capital
